Retirement Plan Solutions
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Retirement Plan Solutions

The Pillars of Building a Better Retirement Plan

AEPG® helps businesses as Plan Sponsor to build a better retirement plan for their employees with our expert, fiduciary retirement benefits planning services. 

At AEPG, our 401(k) advisors, retirement planning experts, CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, and CFA charterholders are fiduciaries. As our client's Fiduciary, we are obligated by our code of ethics to a higher standard to put our client’s interests ahead of our own. We provide objective, independent, practical advice including 401(k) consulting and recommendations for tax-qualified retirement plans – customized to meet your specific business needs.

Our highly skilled and credentialed financial professionals have extensive experience across all aspects of retirement plan management. These include:

  • Investment management – We can act as your pension plan’s 3(21) or 3(38) investment manager to help reduce or eliminate your responsibility and liability.
  • Plan design & operations – We can help you design a plan that best suits your company demographics and goals, with ongoing support to minimize your operational burden.
  • Governance – As plan sponsor, your needs are very different from the needs of your plan vendor. We can act as your advocate, ensuring that you receive the most value from your vendor and that the plan’s regulatory governance requirements are satisfied.
  • Participant education – We offer a wide range of customized education services to help your participants understand your retirement plan and achieve their retirement goals.

An additional offering that AEPG® Wealth Strategies can provide to their Retirement Plan Solutions’ clients is Advisor On Demand®. 

 

Schedule an appointment with one of our expert financial planning or wealth management professionalsRequest an Appointment          

  908-821-9771 | Contact Brian Gregov to learn more.


AEPG: Your Accountable Advocate™ 

  

 * AEPG® Wealth Strategies, AEPG Employee Benefits and AEPG Divorce Advisors are divisions of American Economic Planning Group, Inc. (AEPG®) headquartered in Warren, New Jersey.